NetClose - Enable Flux Accounts Template Upload

Overview

Netgain has developed basic upload templates that can be used to enable flux accounts in batch. This can be especially helpful when there is a high volume of accounts needing updating and loading. 

Step by Step Process

1. Fill out the applicable information in the NetClose Flux Upload Template
   1. Prepare the "Enable Flux Accounts Template" tab as a CSV file for upload
      1. Delete any informational or example rows View full size
      2. When finished updating the Excel File, save it in a known location as a .csv file
   2. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
   3. With the Import Assistant open, update the Import Type to Accounting and the Record Type drop-down to Chart of Accounts
   4. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
   5. Select Next to progress to the Step 2 Import Options
   6. Within the Import Options section, make sure Update is selected and "Run Server SuiteScript and Trigger Workflows" is checked View full size
   7. Select Next to progress
   8. After progressing through File Mapping, you will be prompted for Field Mapping
   9. Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields
   10. The recommendation is to match based on Internal ID for applicable fields
       View full size
   11. If the fields are mapped correctly and the field contents match the field values in NetSuite, select Save & Run or Run as desired View full size
   12. To view the status of the upload, select "Import Job Status" in the Confirmation banner or navigate to Setup > Import/Export > View CSV Import Status View full size
   13. When complete, the status will change to complete and show the records imported successfully View full size
   14. In the event of a failed upload, review the logs for the specific reasons, make necessary updates to the CSV file, and repeat the above steps.
   15. To review your changes, go to NetClose > Setup > Enable Flux Accounts to view your Chart of Accounts and relevant Flux fields.